John Dotson (CRD# 6073984) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 11 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forge Financial Services, LLC | Edmond, OK | Dec 2019 - Current | 4 |
| Forge Financial Services, LLC | Edmond, OK | Jan 2018 - Current | 6 |
| Lpl Financial LLC | Edmond, OK | Jun 2013 - Current | 10 |
| Lpl Financial, LLC | Edmond, OK | Jun 2013 - Dec 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- OK
- TX
-
Total Assets Under Management1,009MILLIONS
-
Total Number of Accounts6,173ACCOUNTS
-
Average Account Value$163,432
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MO, NE, NH, NM, OK, TN, TX, VA, WA
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